Needham Investment Management’s TSMC TSM Stock Holding History

Needham Investment Management’s Portfolio TSM Stock Details TSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,200	Closed	-$700K	–	122
2022 Q3	$700K	Sell	10,200 -6,300	-38%	-$521K	0.14%	96
2022 Q2	$1.35M	Hold	16,500	–	–	0.25%	79
2022 Q1	$1.72M	Hold	16,500	–	–	0.25%	75
2021 Q4	$1.99M	Hold	16,500	–	–	0.25%	73
2021 Q3	$1.84M	Hold	16,500	–	–	0.25%	75
2021 Q2	$1.98M	Hold	16,500	–	–	0.29%	67
2021 Q1	$1.95M	Hold	16,500	–	–	0.27%	72
2020 Q4	$1.8M	Hold	16,500	–	–	0.3%	73
2020 Q3	$1.34M	Hold	16,500	–	–	0.27%	72
2020 Q2	$937K	Hold	16,500	–	–	0.2%	73
2020 Q1	$788K	Buy	16,500 +1,000	+6%	+$54.7K	0.22%	78
2019 Q4	$901K	Hold	15,500	–	–	0.25%	63
2019 Q3	$720K	Hold	15,500	–	–	0.23%	60
2019 Q2	$607K	Buy	15,500 +2,000	+15%	+$82.3K	0.2%	64
2019 Q1	$553K	Buy	13,500 +3,000	+29%	+$114K	0.19%	61
2018 Q4	$387K	Buy	10,500 +2,000	+24%	+$76.1K	0.15%	63
2018 Q3	$376K	Buy	+8,500	New	+$352K	0.11%	76

Other funds holding TSM

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return